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Category: Corporate High Yield

SP 500 Earnings: Corporate Credit Has Held up Very Well

June 4, 2023 Brian Gilmartin Leave a comment

It makes you wonder how much homework sell-side analysts do, when Nvidia (NVDA) markedly increases their revenue guidance for the…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Weekly Earnings Update

The Treasury Yield Curve Has to Normalize – Eventually

June 1, 2023 Brian Gilmartin Leave a comment

Thinking about the Treasury yield curve the night before the May ’23 nonfarm payroll report, eventually the Treasury yield curve…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Municipal Bond market, Treasuries, Treasury Yield Curve

So Many Market Narratives, Don’t Forget Price

April 30, 2023 Brian Gilmartin Leave a comment

Promised readers in this weekend’s SP 500 earnings comments that a quick history of the “upside surprise” for SP 500…

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Posted in: 60/40 portfolio, Corporate High Yield, Corporate HighGrade Bonds, FOMC meeting, High-Yield Credit, HYG, Market breadth

SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads

March 17, 2023 Brian Gilmartin Leave a comment

With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Credit markets, Weekly Earnings Update

High-Yield Credit Improved Last Week and the Weekly SP 500 Earnings Tilt

December 17, 2022 Brian Gilmartin Leave a comment

This bond market return data was started in early 2020 during the early stages of the Covid pandemic, and it’s…

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Posted in: Corporate High Yield, HYG, Weekly Earnings Update

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